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S&P Global
SPGI

Overview Fund Activity

1,560 hedge funds and large institutions have $93.9B invested in S&P Global in 2022 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 540 increasing their positions, 625 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+68
Holders Change %
+4.56%
% of All Funds
25.17%
Holding in Top 10
69
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+16.95%
% of All Funds
1.11%
New
176
Increased
540
Reduced
625
Closed
80
Calls
$614M
Puts
$617M
Net Calls
-$3.17M
Net Calls Change
+$295M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$481M
2
Newport Trust Company
Newport Trust Company
District of Columbia
+$402M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$390M
4
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$233M
5
Millennium Management
Millennium Management
New York
+$213M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$890M
2
BlackRock
BlackRock
New York
-$871M
3
CIAS
CFS Investment Advisory Services
New Jersey
-$778M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$602M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$461M
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
451
Stone Run Capital
New York
$8.13M -$1.03M -3,068 -11%
HIMCH
452
Hartford Investment Management Co (HIMCO)
Connecticut
$8.11M -$3.27M -9,768 -29%
Daiwa Securities Group
453
Daiwa Securities Group
Japan
$8.06M +$305K +912 +4%
WCA
454
Waratah Capital Advisors
Ontario, Canada
$7.92M -$230K -687 -3%
BBA
455
BLB&B Advisors
Pennsylvania
$7.91M -$209K -624 -3%
PWC
456
PYA Waltman Capital
Tennessee
$7.9M -$69.7K -208 -0.9%
EAMA
457
EFG Asset Management (Americas)
Florida
$7.8M -$511K -1,526 -6%
VanEck Associates
458
VanEck Associates
New York
$7.78M -$15.8M -47,040 -67%
AAM
459
Advisors Asset Management
Colorado
$7.69M -$1.8M -5,326 -19%
FC
460
Fulcrum Capital
Washington
$7.59M +$126K +375 +2%
BBA
461
Baader Bank Aktiengesellschaft
Germany
$7.58M +$338K +1,010 +5%
CQS
462
Credential Qtrade Securities
$7.53M -$40.2K -120 -0.5%
SWM
463
Segment Wealth Management
Texas
$7.48M -$61K -182 -0.8%
KWM
464
Kingsview Wealth Management
Oregon
$7.4M +$4.02K +12 +0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
465
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$7.4M +$6.51M +19,446 +736%
NFAM
466
North Fourth Asset Management
New Jersey
$7.37M +$7.37M +22,000 New
CAN
467
Cetera Advisor Networks
California
$7.37M +$5.83M +17,392 +377%
EDRH
468
Edmond de Rothschild Holding
Switzerland
$7.36M +$1.58M +4,703 +27%
CGH
469
Crossmark Global Holdings
Texas
$7.33M +$461K +1,376 +7%
MPIA
470
Mountain Pacific Investment Advisers
Idaho
$7.31M +$97.5K +291 +1%
CS
471
Comerica Securities
Michigan
$7.25M -$29.5K -88 -0.4%
BCV
472
Banque Cantonale Vaudoise
Switzerland
$7.25M +$1.57M +4,682 +28%
CPH
473
C Partners Holding
Switzerland
$7.23M – – –
PIM
474
Penobscot Investment Management
Massachusetts
$7.22M -$874K -2,610 -11%
CJL
475
Cyrus J. Lawrence
New York
$7.2M -$126K -377 -2%
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